Latest Institutional Transactions on Global X Fds U S Pfd ETF (De) (PFFD)
This table provides information on the latest institutional transactions involving Global X Fds U S Pfd ETF (De) (PFFD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
12.9K+ 6.45% |
$245K - $260K
|
213K
$4.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.41K- 24.0% |
$65K - $68.8K
|
10.8K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39New |
$743 - $786
|
39
$738
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
104+ 24.64% |
$1.98K - $2.1K
|
526
$9.96K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.4K- 66.13% |
$26.7K - $28.2K
|
717
$13.6K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
20New |
$389 - $419
|
20
$379
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
367New |
$7.15K - $7.69K
|
367
$6.95K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.7KNew |
$209K - $224K
|
10.7K
$203K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
16.4KNew |
$319K - $344K
|
16.4K
$311K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
6New |
$117 - $126
|
6
$114
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12KNew |
$234K - $251K
|
12K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.8KNew |
$74K - $79.6K
|
3.8K
$71.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
39.8KNew |
$775K - $834K
|
39.8K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-115- 0.94% |
$2.24K - $2.41K
|
12.2K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.7K+ 146.53% |
$1.03M - $1.1M
|
88.6K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.96K+ 3.05% |
$38.1K - $41K
|
66.2K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.2KNew |
$568K - $611K
|
29.2K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.68K+ 8.06% |
$32.6K - $35.1K
|
22.4K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
500+ 6.67% |
$9.74K - $10.5K
|
8K
$151K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-224- 0.49% |
$4.36K - $4.69K
|
45.1K
$853K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
16.8KNew |
$326K - $351K
|
16.8K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
524New |
$10.2K - $11K
|
524
$9.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-303- 2.94% |
$5.9K - $6.35K
|
10K
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.57KNew |
$30.5K - $32.8K
|
1.57K
$29.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
343KNew |
$6.68M - $7.19M
|
343K
$6.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
833+ 7.71% |
$16.2K - $17.5K
|
11.6K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
33New |
$643 - $691
|
33
$625
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18KNew |
$350K - $376K
|
18K
$340K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
264+ 1.67% |
$5.14K - $5.53K
|
16.1K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 40.69% |
$231K - $249K
|
17.3K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$59.5K - $64K
|
3.05K
$57.8K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9+ 0.08% |
$175 - $189
|
12K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
501+ 2.85% |
$9.75K - $10.5K
|
18.1K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-400- 0.46% |
$7.79K - $8.38K
|
86.6K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.45KNew |
$47.6K - $51.2K
|
2.45K
$46.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.4KNew |
$318K - $343K
|
16.4K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.3KNew |
$337K - $363K
|
17.3K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
327New |
$6.37K - $6.85K
|
327
$6.19K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.26K- 54.68% |
$82.9K - $89.2K
|
3.53K
$66.8K
|
|
| Q3 2024 | |||||||
|
Oct 10, 2025
Q3 2024
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-19.8KClosed |
$386K - $415K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.5KNew |
$244K - $262K
|
12.5K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-69- 0.57% |
$1.34K - $1.45K
|
12K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
10KNew |
$196K - $211K
|
10K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
$231K - $249K
|
11.9K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
154New |
$3K - $3.23K
|
154
$2.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
66+ 64.08% |
$1.29K - $1.38K
|
169
$3.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.47K- 6.43% |
$87.1K - $93.7K
|
65K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.12KNew |
$21.8K - $23.5K
|
1.12K
$21.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21.2KNew |
$412K - $444K
|
21.2K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.85K- 21.07% |
$55.4K - $59.7K
|
10.7K
$202K
|
|